Want a sneak peek into how we run our business at ProcessDriven? Layla’s Lookback is our quarterly video series dedicated to going behind the scenes into our membership, our processes, and (of course) our ClickUp account.
This episode will cover March 2022 to May 2022. We’ll be discussing how we’ve focused our time on improving our existing SOPs, systems, and processes before looking to grow. We’ll touch on hiring, sales campaigns/launches, and all the bumps along the way.
Let’s dive in!
What’s the Point of a Lookback?
Great question! Our hope with this video series is the following:
Key Topics To review
If you’ve seen some of Layla’s other Lookbacks, you’d know that this series is dedicated to reflecting on the business. We’ll focus on what happened and take an overall look at the past few months.
In this Lookback, we’ll review three main areas:
- Expectations
- Reality
- Looking Forward
To watch this explanation in video format, watch the video at the top of this article at timestamp 01:34.
Expectations vs. Reality
Expectations
The original plan for this Quarter was:
Reality
Let’s start with our Sales Campaign. The hope for this campaign was:
What actually happened was:
Next up was our Course Updates & Refilming Project. The hope for this project was:
We ended up expanding this project significantly. Here’s what actually happened:
The next project we had was the Clean Up SOPs and Processes Project. The hope for this project was:
Here’s what actually happened:
Moving on from our projects, let’s move on to the next plan we had for this Quarter: No New Growth Projects.
Not doing something sounds pretty easy, right? Well, like everything else in life, nothing went to plan! Here’s what ended up happening:
To watch this explanation in video format, watch the video at the top of this article at timestamp 04:09.
If you’re looking to systemize your operations, define your processes with action-oriented exercises, and equip them with SOPs, automations, delegation, and more — check out our FREE strategy training, The Blueprint, to learn more.
REVIEWING KEY NUMBERS: February 2022 VS. May 2022
Other Highs
Now that we’ve covered all the major things we had going on this Quarter, let’s celebrate some Highs!
Other Lows
Time to air our dirty laundry! Like every business, this Quarter brought some unexpected Lows.
To watch this explanation in video format, watch the video at the top of this article at timestamp 20:53.
Lessons Learned
Some were unpleasant, some were amazing, and some were in between — introducing our Lessons Learned!
Our (revised) team core values
In the last Quarter, Team ProcessDriven sat down to revise our Core Values. As a team, we went one by one and either made minor tweaks to existing Values or added brand new ones.
These 5 Core Values more accurately reflect our current Mission & Vision for ProcessDriven as a whole:
To watch this explanation in video format, watch the video at the top of this article at timestamp 32:05.
WHAT WE’RE LOOKING FORWARD TO IN THE NEXT QUARTER
Here’s what Team ProcessDriven is looking forward to in these next three months:
To watch this explanation in video format, watch the video at the top of this article at timestamp 42:40.
Like every Quarter, we expect that our plans will deviate slightly, but we’re super excited to see what’s in store for the next Quarter!
Until next time, enjoy the process.
If you’re looking to systemize your operations, define your processes with action-oriented exercises, and equip them with SOPs, automations, delegation, and more — check out our FREE strategy training, The Blueprint, to learn more.
ProcessDriven helps small teams turn chaos into process. The ProcessDriven Approach™ combines software expertise with practical process-first strategies that have helped 2,020+ teams build a scalable foundation of business systems.
